Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| PRESTIGE WEALTH MANAGEMENT GROUP LLC | 04-26-2024 | 03-31-2024 | 1369 | 464,198,252 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| WALGREENS BOOTS ALLIANCE INC | COM | 901 | $2,321 | 107 | 0.00 | 0.00 | 40 | 59.70 | 03-31-2024 |
| SHOPIFY INC | CL A | 902 | $2,316 | 30 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| TREX CO INC | COM | 903 | $2,295 | 23 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| KEYCORP | COM | 904 | $2,293 | 145 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
